SWP
TM icon

Stratos Wealth Partners’s Toyota TM Stock Holding History

Stratos Wealth Partners’s Portfolio TM Stock Details TM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$224K Sell
1,086
-162
-13% -$36.6K ﹤0.01% 1480
2025
Q4 		$267K Sell
1,248
-43
-3% -$8.72K ﹤0.01% 1354
2025
Q3 		$247K Buy
+1,291
New +$243K ﹤0.01% 1350
2025
Q1 		– Sell
-1,741
Closed -$339K – 1499
2024
Q4 		$339K Sell
1,741
-467
-21% -$82.2K ﹤0.01% 1095
2024
Q3 		$394K Sell
2,208
-313
-12% -$58.5K 0.01% 1026
2024
Q2 		$517K Buy
2,521
+259
+11% +$57.3K 0.01% 884
2024
Q1 		$570K Buy
2,262
+159
+8% +$35.2K 0.01% 845
2023
Q4 		$386K Buy
2,103
+143
+7% +$26.1K 0.01% 975
2023
Q3 		$352K Buy
1,960
+492
+34% +$84K 0.01% 948
2023
Q2 		$236K Sell
1,468
-75
-5% -$10.8K 0.01% 1042
2023
Q1 		$219K Sell
1,543
-102
-6% -$14.3K 0.01% 1009
2022
Q4 		$225K Buy
1,645
+111
+7% +$15.5K 0.01% 1002
2022
Q3 		$200K Sell
1,534
-504
-25% -$76.4K 0.01% 1027
2022
Q2 		$314K Sell
2,038
-480
-19% -$79.3K 0.01% 908
2022
Q1 		$454K Buy
2,518
+119
+5% +$22.3K 0.01% 845
2021
Q4 		$445K Buy
2,399
+161
+7% +$29K 0.01% 852
2021
Q3 		$398K Buy
2,238
+986
+79% +$176K 0.01% 842
2021
Q2 		$219K Buy
+1,252
New +$206K 0.01% 1087
2018
Q4 		– Sell
-1,251
Closed -$156K – 2347
2018
Q3 		$156K Buy
+1,251
New +$158K 0.01% 937
2018
Q2 		– Sell
-1,528
Closed -$199K – 2430
2018
Q1 		$199K Buy
1,528
+265
+21% +$35.5K 0.01% 902
2017
Q4 		$161K Buy
+1,263
New +$157K 0.01% 966
2017
Q2 		– Sell
-8,890
Closed -$966K – 858
2017
Q1 		$966K Buy
+8,890
New +$1.02M 0.05% 283
2015
Q2 		– Sell
-1,729
Closed -$241K – 613
2015
Q1 		$241K Sell
1,729
-45
-3% -$6.01K 0.03% 490
2014
Q4 		$223K Sell
1,774
-22
-1% -$2.64K 0.04% 415
2014
Q3 		$211K Buy
+1,796
New +$212K 0.05% 276

Other funds holding TM

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Stratos Wealth Partners's TM Position: Q1 2026 in Review

Stratos Wealth Partners reduced its Toyota (TM) stake by 13% in Q1 2026, selling an estimated $36.6K and leaving 1,086 shares worth $224K. The position accounts for ﹤0.01% of the portfolio, ranked #1480.

Stratos Wealth Partners first reported a position in TM in Q3 2014 and has held it in 25 quarters since. The position peaked at $966K in Q1 2017. 694 funds tracked by Wall St. Rank hold TM as of Q1 2026.

  • Stratos Wealth Partners held 1,086 shares of Toyota worth $224K as of Q1 2026.
  • Stratos Wealth Partners sold 162 Toyota shares in Q1 2026, an estimated $36.6K.
  • Toyota made up ﹤0.01% of Stratos Wealth Partners's portfolio in Q1 2026, its #1480 holding.
  • Stratos Wealth Partners first reported a position in Toyota in Q3 2014 and has held it in 25 quarters since.
  • Stratos Wealth Partners's Toyota position peaked at $966K in Q1 2017.
  • 694 funds tracked by Wall St. Rank held Toyota as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.